Live CE and Finance & Insurance

Aug 21, 2021 - Investment Policy Statement and Retirement Policy Statement

Course by: Business Career College

SKU: CE-4232-108

Description

Agenda

The Problem

Investment Policy Statement

Retirement Policy Statement

FP Canada Standards

Course Outline

“Investment Policy Statement and Retirement Policy Statement” will be suitable for the following CE Credits:

British Columbia – 3.5 Life CE

Alberta – 3.5 Life, 0 A&S

Saskatchewan – 3.5 Life, 0 Ethics

Manitoba – 3.5 Life and/or A&S

Ontario – 3.5 CE

FP Canada – 2.5 Financial Planning, 1 Professional Responsibility

Course Details
Length:
3 hours and 30 minutes
Language:
English
Certification:
No
Mobile Friendly:
Yes
Digital Badge:
No